AI Maturity Assessment for SMBs Step 1 of 7 14% AI Maturity Assessment for SMBs Instructions: This 15-question assessment will help us understand your current AI maturity and create a customized roadmap for your business. Please answer honestly - there are no wrong answers. Almost there. Tell us a little about your business so we can tailor your report to your industry and size. Your report will be emailed to the address you provide, so please make sure it's correct. Your Name(Required)Your Title(Required)Contact Email(Required)Contact Phone(Required) More About Your Company Company Name(Required)Business address(Required)Business Website(Required)Business Industry(Required)Employee Count(Required)Business logo (Optional)Upload the Business logo in order to customize the reportAccepted file types: jpg, jpeg, png, gif.What are the organization’s top three business priorities for the next 12 months?Please answer to the best of your knowledge.2.3.What specific pain points are costing the organization the most time or money?(Required)Are you the primary decision-maker responsible for AI adoption within your organization?YesNo Q1. Which statement best describes AI usage in your organization today?(Required) We don't use AI at all, and most of our team doesn't understand what it could do for us A few individuals experiment with ChatGPT or similar tools on their own, but there's no company guidance We've deployed AI tools for specific departments (like sales or customer service) with some success We have AI workflows that connect multiple departments and systems together AI is central to our business model and competitive advantage Our entire business model is built around AI capabilities Q2. How are your employees currently using AI tools (if at all)?(Required) We don't use AI tools, or I'm not aware of any usage Individuals use free tools like ChatGPT for occasional tasks without any training or guidelines We've provided access to AI tools (like Copilot, meeting note-takers) and basic training for some or all employees Multiple departments use specialized AI tools integrated with our business systems (CRM, project management, etc.) We have custom AI workflows and agents that automate complex processes across our business We build and maintain proprietary AI models specific to our business Q3. What level of AI integration exists with your core business systems?(Required) No AI integration - we use traditional software without AI features Some AI features exist in our tools (like email autocomplete) but we don't actively use them We use AI features in isolated tools (AI meeting notes, email assistants) but they don't connect to other systems AI tools are integrated with 2-3 core systems (like CRM, email, project management) We have sophisticated workflows where AI connects 5+ systems and triggers actions across departments AI is deeply embedded in all our systems with custom integrations and automations Q4. How do you measure AI's impact on your business?(Required) We don't use AI, so we don't measure anything We don't measure it - individuals just use it when they want to We track basic usage metrics (how many people use it, how often) We measure specific ROI metrics for AI implementations (time saved, costs reduced, revenue impacted) We have comprehensive dashboards tracking AI performance across all departments with clear business impact AI performance metrics are core KPIs that drive our strategic decisions Q5. What is your organization's AI strategy and governance?(Required) We have no AI strategy or even basic understanding of what's possible No formal strategy - individuals use AI tools at their own discretion We have basic guidelines (what tools to use, data security policies) but no formal strategy We have a documented AI strategy with clear use cases, ROI targets, and governance policies AI strategy is integrated into our overall business strategy with dedicated budget and leadership attention AI strategy drives our business strategy - it's core to who we are and how we compete Q6. How would you describe your data and systems infrastructure?(Required) Mostly paper-based or local files on individual computers, minimal cloud usage Basic digital systems (email, some cloud storage) but data is scattered and unorganized Cloud-based systems (Microsoft 365, Google Workspace) with reasonably organized data Well-organized data architecture with integrated systems and clean data flows Enterprise-grade data infrastructure with APIs, data warehouses, and sophisticated integrations Advanced data infrastructure purpose-built to support AI/ML workloads at scale Q7. What automation capabilities does your organization currently have?(Required) Everything is manual - no automation at all Basic automation like email filters, calendar reminders, simple Excel macros Some workflow automation (like Power Automate, Zapier) for simple tasks Moderate automation across departments - workflows connecting 3-5 systems Advanced automation platform (N8N, Make) with complex multi-step workflows across many systems Custom-built automation infrastructure with APIs, AI agents, and sophisticated orchestration Q8. How accessible is your company's information and knowledge?(Required) Information lives in people's heads or scattered files - very hard to find anything We have files saved but finding information requires asking people or searching through many folders Organized file structure (SharePoint, Google Drive) but still requires knowing where to look Good search capabilities across our systems - can usually find what we need quickly AI-powered search across all systems - can find information in seconds regardless of where it's stored Intelligent knowledge management where AI proactively surfaces relevant information Q9. How would you describe leadership's understanding of and commitment to AI?(Required) Leadership doesn't understand AI or thinks it's not relevant to our business Leadership has heard about AI but hasn't invested time to understand it Leadership understands AI basics and is curious but hasn't committed resources Leadership is actively learning about AI and has allocated budget for exploration Leadership is AI-literate, actively champions AI initiatives, and AI is a strategic priority Leadership expertise in AI is a competitive advantage - they speak at conferences and drive industry thinking Q10. What AI skills and capabilities exist within your team?(Required) No one on our team has AI knowledge or experience A few people have tried ChatGPT but no formal skills or training Several people are comfortable using AI tools with some training completed We have "power users" who can configure AI tools, create workflows, and train others We have specialists who can build custom AI solutions, integrations, and advanced automations We have AI/ML engineers, data scientists, or equivalent advanced AI capabilities in-house Q11. How does your organization approach new technology adoption?(Required) We resist change and stick with what we know We're cautious and slow to adopt new technology We're open to new technology when there's a clear need We actively explore new technologies and adopt them relatively quickly We're early adopters and often pilot new technologies before they're mainstream We develop our own technology and sometimes create solutions that others adopt Q12. What percentage of your operational processes are automated today (including any automation, not just AI)?(Required) 0-10% - Almost everything is manual 10-25% - Some basic automation 25-50% - Moderate automation in some areas 50-75% - Most routine processes are automated 75-90% - Highly automated operations 90%+ - Nearly fully automated with minimal manual intervention Q13.1. What is your annual budget for AI tools, implementation, and support?(Required) $0 - No budget allocated Under $10K annually $10-50K annually $50-250K annually $250K-$1M annually Over $1M annually Q13.2. What is the AI budget status?(Required) Approved Proposed Not yet determined Q14. How does AI currently impact your customer experience or value proposition?(Required) No impact - we don't use AI in any customer-facing capacity Minimal impact - AI might help us respond slightly faster internally Some impact - customers benefit from AI tools we use (faster responses, better content) Moderate impact - AI enables capabilities that improve customer experience (chatbots, personalization) Significant impact - AI capabilities are a key differentiator in how we serve customers Core impact - Our AI capabilities ARE our value proposition; customers buy our AI-powered solution Q15.1. What is your primary goal for AI adoption?(Required) We don't have any AI goals or aren't sure where to start Learn what AI is and whether it's relevant to our business Help individual employees work more efficiently with AI tools Automate specific departmental processes to reduce costs and improve efficiency Transform how we operate across the entire business to gain competitive advantage Build AI capabilities that create new revenue streams or transform our industry Q15.2. Why does that goal matter?(Required)Please answer to the best of your knowledge.Q15.3. What business results does leadership expect from reaching that target?(Required)Please answer to the best of your knowledge.Which maturity stage does the organization want to reach within 12 months?(Required) Stage 1: Al-ASSISTED Stage 2: AI-ENABLED Stage 3: AI-INTEGRATED Stage 4: Al-OPTIMIZED Stage 5: AI-NATIVE Report Price(Required) Price: Credit Card(Required) Coupon Total